Throughout Marketing Optimizer, you have the ability to perform lead and market segmentation to target your contact data in small groups or ‘sub-lists’. This is accomplished by choosing to ‘Require’ or ‘Exclude’ a wide variety of criteria such as time, activity status, etc. (see full list below). Once created, you can then apply your filters to the contact list, reports, export jobs, and more. Filtering allows you to narrow down the data to exactly what you want to see, or eliminate exactly what you don’t want to see.
Just above the contact list is the filter tool. Click “Filters” and a window with available criteria will pop-up.
Selecting by clicking each criteria will reveal additional options in the pane to the right. Once you have configured your criteria options, click “Add” in the bottom right corner.
Remember you can require or exclude any number of the above criteria in a filter. You can save a configured filter for repeat use by clicking the “Save Filter” button above the criteria window. When saving, you can choose to make the filter private to your user account, or public for other to use and for use in other features throughout the system.
How It’s Used:
On The Contact List – Creating segments on the contact list allows you to create call lists or ‘to-do lists’ based on timeframe and interaction (or the lack of) using events. You can also segment by status or custom contact field to show or exclude a particular contact type like prospect, customer, vendor, employee, partner, etc.. The contact list is also great for creating contact-itemized reports segmented and sorted by geography, product or service, marketing campaign, assigned sales agent, and so on.
Click the drop-down arrow attached to the “Filters” button to view the list of common default filters, or your custom private and shared filters.
Building Reports – The filters you build can be applied to reports, segmenting the results as you need. Need a sales report for a previous month? An annual report on a particular product or service? How about a weekly report for a specific sales agent or office? Simply add required or excluded criteria under the “Market Segment” tab as you would on the contact list, or select from your previously saved filters.
(e.g. “Reports” > “Add Report” > “Market Segment” (tab))
Filtering Exports – Exporting all your data is helpful when creating a backup of your contact information. However, you have the ability to filter your exports and specify which data is included or excluded. This is handy when you need to export a mailing address list of all your prospects, or this month’s financials of all your clients. Do you have a contact-aggregated sales report you created by filtering your contact list? That same saved filter can be selected under the “Market Segment” tab when creating or editing an export.
(e.g. “Contacts” > “Contact Export” > “Add Export” > “Market Segment” (tab))
Controlling Automations – Filters are an essential part of sales and marketing automations, determining when certain actions are applied and to whom. Automations that are triggered by interactions like phone calls, emails, quote requests, etc. filter to require a specific event. Actions that need to occur when a certain disposition or stage in the sales pipeline is reached, depend on filtering by substatus. By combining these with time-related criteria and others, you increase the sophistication and precision of your automated work-flows, targeted drip email campaigns, etc..
(e.g. “Automations” > “Add” > “Filter” (tab))
Assigning and Reselling Leads – Filters can be crafted for the purpose of determining what type of contacts can be assigned to which users, allowing control where prospects or clients are managed by territory, products or service, etc.. Lead aggregators can use the filters to refine lead types, determine price, and deliver them to targeted buyers. In each case, your filter can either be applied to the automation responsible for assignment/distribution, or applied directly to the user under the “Lead Purchasing” options.
(e.g. Account profile > “Account, Groups and Users” > highlight user/client account > for users, select “Access > Edit Limits”…
…for reseller clients, select “Lead Purchasing” > “Lead Delivery Limits” (tab))
For further examples of how filters can be applied or if you need assistance creating one, contact customer support. Marketing Optimizer is meant to be a complete market segmentation software and if you find that you need greater ability to refine your market please let us know and we will see if we can provide you with the functionality that will meet your needs.